Forms Library

Finance Forms

Finance forms, or often referred to as financial documents, are financial statements that report financial information. Businesses are the primary users of financial documents, but individuals may also use them to track their finances. Some of the most used financial documents are balance sheets, income statements, and cash flow statements.
1040 Income Tax Return (2019)
1040 Income Tax Return (2019) Use Form 1040 to file an annual income tax return.
1040-ES (2017)
1040-ES (2017) Pay income tax, self-employment tax and any other tax you may be liable for the current year.
1040A or 1040 (Schedule M)
1040A or 1040 (Schedule M) Use Schedule M to figure the making work pay credit. This credit may give you a refund Making Work even if you do not owe tax.
1095 C (2015)
1095 C (2015) The Form 1095-C contains important information about the healthcare coverage offered or provided to you by your employer.
1095-A
1095-A Health Insurance Marketplaces furnish Form 1095-A to IRS to report certain information about individuals who enroll in a qualified health plan through the Health Insurance Marketplace.
1095-A (2016)
1095-A (2016) Form 1095-A is an IRS form for individuals who enroll in a Qualified Health Plan (QHP) through the Health Insurance Marketplace.
1095-A (2017)
1095-A (2017) Form 1095-A is an IRS form for individuals who enroll in a Qualified Health Plan (QHP) through the Health Insurance Marketplace.
1095-A (2018)
1095-A (2018) Health Insurance Marketplaces furnish Form 1095-A to IRS to report certain information about individuals who enroll in a qualified health plan through the Health Insurance Marketplace.
1095-B (2017)
1095-B (2017) The Form 1095-C contains important information about the health care coverage offered or provided to you by your employer.
1095-B (2018)
1095-B (2018) Form 1095-B is used to report certain information to the IRS and to taxpayers about individuals who are covered by minimum essential coverage and therefore are not liable for the individual shared responsibility payment.
1095-B (2019)
1095-B (2019) Form 1095-B is used to report certain information to the IRS and to taxpayers about individuals who are covered by minimum essential coverage and therefore are not liable for the individual shared responsibility payment.
1095-C (2016)
1095-C (2016) Form 1095-C, Employer-Provided Health Insurance Offer and Coverage Insurance, provides you with information about the health coverage offered by your employer.
1095-C (2017)
1095-C (2017) Form 1095-C, Employer-Provided Health Insurance Offer and Coverage Insurance, provides you with information about the health coverage offered by your employer.
1095-C (2018)
1095-C (2018) Form 1095-C is filed and furnished to any employee of an Applicable Large Employers (ALE) member who is a full-time employee for one or more months of the calendar. ALE members must report that information for all twelve months of the calendar year for each employee.
1095-C (2019)
1095-C (2019) This form is provided by Applicable Large Employers to full-time employees who have been working for one or more months of the calendar year. ALE members must report that information for all 12 months or the entire calendar year for each employee.
1095-b (2016)
1095-b (2016) The Form 1095-C contains important information about the health care coverage offered or provided to you by your employer.
8889 (2017)
8889 (2017) The given form must be completed by a healthcare professional who is conducting a PPD skin test. A PPD skin test, also known as Mantoux test, is recommended to determine whether the patient has developed an antibody response to the bacteria causing tuberc
8889 (2018)
8889 (2018) The form is used to (1) Report Health Saving Account contributions; (2) Figure deductions in your Health Saving Account; (3) Report distributions from your Health Savings Account; and (4) Figure what must be included in income and additional tax.
Bank Statement
Bank Statement An Bank Statement is used to summarize transactions during a specified period.
Pay Stub
Pay Stub Calculate employee payroll and complete pay stubs with this form
Pay Stub (No DBA)
Pay Stub (No DBA) Calculate employee payroll and complete pay stubs with this form
Pay Stub (w/ Calculator)
Pay Stub (w/ Calculator) Calculate employee payroll and complete pay stubs with this form
Pay Stub Flat Rate
Pay Stub Flat Rate Pay stub flat rate is a document attached to the paycheck that an employee receives either as a notice that the direct deposit transaction has gone through.
Pay Stub w/ Calculator (No DBA)
Pay Stub w/ Calculator (No DBA) Calculate employee payroll and complete pay stubs with this form
Profit and Loss (Extended w/ Calculator)
Profit and Loss (Extended w/ Calculator) Profit and Loss Statement (Income Statement) is a form to show the profit or loss of a Business for a certain period.
Profit and Loss Statement
Profit and Loss Statement Profit and Loss report for a business on a certain period.